See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,151 | $183,963-26.5% | $162,163-16.7% | $152,861-11.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.65% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,129 | $6,371-66.6% | $5,614-62.1% | $4,762-55.3% |
| Participant deferral / active EE | $3,070 | $8,034-61.8% | $7,298-57.9% | $5,850-47.5% |
| Admin fee / account holder | $5,240 | $13,121-60.1% | $10,843-51.7% | $11,596-54.8% |